About the position
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Marketing Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and marketing skills to help our advisors grow their business and refine their brand image. Coordinate and administer multiple media communication programs to promote organizational presence in marketplaces consistent with organizational objectives. Demonstrate a client-first approach as you prepare communications, engage with clients and prospects, meet compliance standards, onboard new accounts, process and retain account records research and resolve problems, and implement technology changes in a fast paced, professional and collaborative environment. At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
Responsibilities
- Coordinate with marketing and compliance departments to create and implement communication and advertising campaigns across a variety of publicity methods.
- Assist in the development of timely, meaningful, and engaging communications with clients and prospects.
- Manage recurring marketing initiatives and tasks.
- Build and maintain professional relationships with clients by assisting them and answering account questions.
- Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
- Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
- Supports the organization in other administrative or support functions as needed.
Requirements
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
- Ability to adapt to a rapidly changing business and technology environment
Nice-to-haves
- Current FINRA registrations
- Financial services experience
- Industry marketing experience
Benefits
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
